Create visit-by-visit checklists with procedures, timing, and required data from the protocol. Trelice translates the schedule of activities into an operational view for each visit. Procedures, windows, and expected data are presented together for preparation and conduct. Coordinators can work from a consistent tool instead of assembling one manually.
Turn inclusion and exclusion criteria into a practical screening form. Each criterion is organized into a repeatable review workflow. The form remains connected to the approved protocol language for verification. Screening decisions become easier to document and less dependent on memory.
Trace worksheet content to the approved source instead of copying it into local files. Generated content preserves a path back to the protocol requirement that produced it. Coordinators can confirm details without comparing several local files. The risk of missing a procedure, window, or condition is reduced.
See which site documents are affected and regenerate the updated version. Trelice identifies the operational tools touched by the approved changes. Coordinators can regenerate affected materials instead of rebuilding the entire visit set. The team returns to a current working version sooner.
Give the site team clear operational materials before the first participant visit. Visit and screening tools are available before staff must execute the protocol. Training can use the same materials the team will use in practice. The first participant visit begins with fewer unresolved operational questions.
Coordinators translate long protocols into daily visit and screening workflows.
Manual transcription can miss procedures, timing windows, or eligibility details.
Amendments require operational tools to be compared and rebuilt quickly.
Translate schedules and procedures into usable coordinator worksheets.
Present protocol criteria in a consistent operational format.
Connect every generated artifact to the current approved protocol version.
Visit worksheets and eligibility screening forms are available today. Tell us which additional document would remove the most work from your team.
Bring a synopsis or protocol. We'll tailor the walkthrough to your organization, responsibilities, and current document workflow.
See Trelice for Coordinators →